Develop the Road Map to Your Retirement Destination

Planning to retire one day

Then you may have a pre-retirement saving plan.

Well surprise postretirement planning is different.

You see saving up for retirement is one thing but spending down what you saved is another.

After years of building assets throughout your work life you have to figure out how to spend those assets to last through throughout your retirement life.

It's a mindset change that's tough to think about but too important to ignore.

It may come as no surprise that most folks don't have a formal retirement income plan 70% in fact.

But it may be a real revelation that of those who do some 50% feel more confident their money will last.

Creating a formal written retirement income plan with the help of a financial professional helps you ease into confident spending after decades of determined saving.

Your plan should include key sources and strategies.

Sound daunting it doesn't have to be.

A financial professional can help.

Learn how a retirement income plan works and how it can turn retirement into a good surprise for you.

Planning to retire one day?

Then you may want some good advice but you might not get it from the best source.

Whoops! That can be a planning problem.

You see nearly half of folks surveyed 43% in fact expressed uncertainty in managing their investments and retirement.

And that signals a need for guidance yet 60% do not work with a financial planning professional.

If you're like most folks you may look to friends family or financial websites for advice and that's fine.

But financial professionals are typically among the top three information sources for retirees and pre-retirees.

Look when managing assets that may need to last 10 20 30 years or more a diy approach may add risk to your retirement and no one wants to make that mistake.

Want to learn more?

You don't have to go it alone.

Learn how a financial professional can help take the whoops out of your financial.